Special Needs Planning
Families who have a family member with a disability must plan for the future very carefully. How assets are left after your death can have a tremendous impact on the quality of life for that person. Special needs planning must address the financial, legal, and medical needs that apply exclusively to a disabled individual.
We help disabled individuals and their families when they inherit assets or are trying to qualify for public benefits and have excess assets by doing the following:
- Devising estate plans for family members who want to preserve assets for disabled children in the future
- Establishing self-settled trusts (d4A) for disabled individuals
- Establishing pooled trust accounts for disabled individuals over age 64 or those who do not have a trustee for a self-settled trust
- Working with the individual public benefits organizations to apply for and maintain public benefits for disabled individuals
Special Needs Planning Lawyer | Dowley Law, P.C.
Are you concerned about the well-being of a loved one who has special needs? Our experienced special needs planning lawyer at Dowley Law, P.C. can work with you to ensure that your loved one is protected financially and receives the care they need. We know how challenging this situation can be for families, and we will do everything we can to help you create an effective plan that improves their quality of life. Call us today to learn more about our services and how we can help you protect your loved one’s future.
At Dowley Law, we are dedicated to providing comprehensive legal solutions for individuals and families throughout Medford and surrounding areas. We understand the importance of creating a sound estate plan in order to protect your assets and loved ones, and we can work with you to get started on your plan. Trust us for all of your estate planning needs.
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